Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123 Hold
42
﹤0.01% 4097
2025
Q1
$86 Buy
+42
New +$86 ﹤0.01% 4124
2023
Q2
Sell
-2,618
Closed -$10.8K 4093
2023
Q1
$10.8K Hold
2,618
﹤0.01% 3239
2022
Q4
$9.53K Buy
2,618
+180
+7% +$655 ﹤0.01% 3302
2022
Q3
$14K Sell
2,438
-1,513
-38% -$8.69K ﹤0.01% 3225
2022
Q2
$28K Buy
3,951
+1,951
+98% +$13.8K ﹤0.01% 2873
2022
Q1
$13K Hold
2,000
﹤0.01% 3276
2021
Q4
$17K Sell
2,000
-10,000
-83% -$85K ﹤0.01% 3201
2021
Q3
$126K Sell
12,000
-1,275
-10% -$13.4K ﹤0.01% 2178
2021
Q2
$244K Buy
13,275
+1,000
+8% +$18.4K ﹤0.01% 1889
2021
Q1
$312K Buy
12,275
+2,275
+23% +$57.8K ﹤0.01% 1729
2020
Q4
$91K Hold
10,000
﹤0.01% 2257
2020
Q3
$46K Buy
+10,000
New +$46K ﹤0.01% 2420